Estimate your personal tax return preparation costs.
*Check the box if the form and situation apply to you.
Federal Form 1040 preparation and e-filing. Includes all W-2 and 1099-R forms.
CHECK THIS if you live in a state on 12/31 that has a state income tax. Not needed for Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, or Wyoming.
Mark if you had qualified tips or overtime, car loan interest on a US-assembled vehicle, or are age 65 or older (senior deduction).
Preparation of itemized deductions, including mortgage interest (Form 1098), real estate taxes, state and local taxes, charitable contributions, and medical expenses. Charged only when itemizing is used on the return.
One flat charge for all interest and dividend forms reported on the Sch B.
Flat charge for reporting stock, mutual fund, or crypto sales on the Sch D/8949. More than 30 transactions will be priced after review.
Mark if you have gambling winnings and losses, HSA Contributions, IRA/SEP/Simple Contributions outside of the W-2, Cancellation of Debt, or income from foreign sources.
Mark if you had qualifieed overtime, car interest from a US manufactured car, or are over 65 (SS Credit)
Each self-employed business or 1099-NEC/1099-K activity. Includes self-employment tax and the QBI deduction. Home office and depreciation may add to the final price.
Each rental property, including depreciation.
Each K-1 received from a partnership, S corporation, estate, or trust.
For a return we prepared: one late or corrected form, such as a missing 1099-INT or corrected W-2. Amending a return prepared elsewhere is priced as a full return plus a $150 amendment fee ($450 minimum), quoted after we review the original.
For a return we prepared: a new schedule, corrected K-1, added dependent, or filing status change. Amending a return prepared elsewhere is priced as a full return plus a $150 amendment fee ($450 minimum), quoted after we review the original.